The stress-free personal finance program that helps you create a practical system—one that will free you by aligning you with your values.
There is never enough money.
And it’s not like you don’t try to save. Maybe you've tried:
a fancy colour-coded spreadsheet
random budgeting apps
paper budgets
cutting expenses
You look up what other people are doing online & try to implement their tips… but you can't help it.
COVID has had you bingeing Netflix and shopping online with $$ you don’t even have...
And now with high inflation everything costs SO much more.
It's time to reframe your relationship with money.
We'll use the 5 step Budget Wizardry framework:
- Assessment. We'll calculate your current net worth, in order to track your progress from now to the end of your program.
- Target. We'll hash out exactly what you want to achieve, short-term and long-term.
- Budget. We'll look at your history of spending and create a starting budget to get you to your goal.
-
Strategy. We'll make room for your targets, depending on your spending and saving habits.
- Psychology. We'll dig into your relationship with money in order to find the right approach that will last you long-term.
Plus, bonuses!
Done for you starting budget spreadsheet + optional video walk-through of the best budget app out there to keep it simple once we’re done together.
Printable Get Your Financial Sh*t Together Workbook to keep you on track every step of the way.
The Investment
There are 3 different financial coaching packages to choose from, with 3 different pricing options for each, in CAD.
Most coaches charge $100-$200 per session.
Please consider your access to resources + privilege when selecting a payment tier.
Higher tier fees help fund free sessions for Indigenous and QTBIPOC folks, as well as folks who need the other tiers.
Basic Coaching Package
Low-commitment guidance over 1 month. Perfect if you feel confident in money management and your mindset, but want to make sure you're on the right track.
THE PROGRAM INCLUDES:
- Budget spreadsheet
- Workbook
- Two 1 hour biweekly sessions
PRICING:
$97/$147/$197
Badass Coaching Package
More than a budget review. This package allows you to dig into your money mindset and build new financial habits over 3 months.
THE PROGRAM INCLUDES:
- Budget spreadsheet
- Workbook
- Base package's two biweekly sessions
- 3 follow-up sessions over 3 months
- Unpacking your relationship with money
PRICING:
$197/$247/$297 per month
Kickass Coaching Package
Higher level of support, with enough time to really transform your relationship with money over the course of 6 months.
THE PROGRAM INCLUDES:
- Budget spreadsheet
- Workbook
- Base package's two biweekly sessions
- 6 follow-up sessions over 6 months
- 3 30-minute check-in sessions
- Unpacking your relationship with money
- Unlimited email support
PRICING:
$297/$347/$397 per month
You can't afford not to do this.
Oh, yes, it's possible.
Save for travel, go on local adventures, and LIVE without having to ask friends or family for help.
Go from living that paycheck to paycheck life to ALWAYS having some extra money.
Have an extra drink, or order in again — with no guilt.
Build savings, kick debt's ass, and rest easy.
Gain the tools to prevent stress about future unknowns and emergencies.
Look forward to each month without worrying, even amid COVID, inflation, and a looming recession.
Take the first step.
Frequently Asked Questions
Can you help me with investing?
As a financial coach, I cannot give you investment advice. I can show you where to start learning, and help you decide if you are ready to begin.
What will I come out of coaching with?
You are the expert of your own experience, so our goals will be determined by you, and through an emergent process, where we work with what comes up. It is not a predetermined program, although you do get the full workbook. This is more a collaborative effort toward aligning your life and finances with your values. Do you want to figure out how to give back to your community? We’ll do that. Do you need help determining an appropriate budget or financial goals? Let’s figure it out together.
I'm not queer or BIPOC. Will you still work with me?
Yes! My goal is to make financial literacy more accessible to marginalized folks, but I am happy to work with anyone who needs help with their money skills!
I don't have a budget. Is this for me?
Most definitely! This is a program designed to help you where you are, whether you've been budgeting for a while or have literally never tried it.
The fees are not accessible for me. Can you still help me?
Yes! If none of the prices on the sliding scale work for you, you can submit a request to pay a fraction of that cost instead. All requests are granted.Upon receipt of the request, you will be sent a unique coupon code to use at sign-up. Please allow up to 48 hours for a response.
I am also working towards creating scholarships spots for BIPOC folks, soon to come.
Can this be covered by insurance?
I wish all of the help that we need could be just freakin free! But unfortunately, because this is not a health-based service, insurance can’t be applied to payments. That said, some workplaces are flexible with how they determine what counts as wellness – and if you have a wellness stipend or lifestyle spending account through your employer, this could count!
Meet Sareeta
Sareeta is a multi-passionate and justice-oriented educator. She is energized by advocating for and creating opportunities for queer and BIPOC folks to grow so that they can be and express their absolute best, achieving success on their own terms. Sareeta brings a queer feminist, anti-capitalist, anti-colonial approach to money management, including sliding scale pricing at a fraction of industry standard. Her approach prioritizes emergent strategy, transformative justice, abolitionist politics, and community care.
Sareeta is uniquely qualified to offer this service. She is a queer racialized educator who lives with mental illnesses and works with marginalized people and families. She holds a degree in education as well as a degree in drama and English. She is a certified teacher in BC, trained in mindfulness and various trauma-sensitive practices, and a certified You Need a Budget Financial Coach.Her insights come out of both professional training and extensive hands-on experience working with adults and young students as an educator or mentor for the last 7 years. Sareeta has also experienced trauma, along with the nonlinear healing journey that follows. She has lived experience in the areas she coaches on.
Whether you're a looking to improve your current budget plan, or you're feeling like a hot mess with your finances, Sareeta has the knowledge and skills to help you reach your goals.